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1,307 hedge funds and large institutions have $39.4B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 539 increasing their positions, 354 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

134% more first-time investments, than exits

New positions opened: 302 | Existing positions closed: 129

80% more capital invested

Capital invested by funds: $21.8B → $39.4B (+$17.6B)

52% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 354

26% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1461,307 (+161)

1.5% more ownership

Funds ownership: 79.07%80.57% (+1.5%)

Holders
1,307
Holders Change
+161
Holders Change %
+14.05%
% of All Funds
17.21%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
0.75%
New
302
Increased
539
Reduced
354
Closed
129
Calls
$4.4B
Puts
$3.5B
Net Calls
+$901M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
851
Stratos Wealth Partners
Ohio
$494K -$2.24K -23 -0.6%
PCIG
852
Partners Capital Investment Group
Massachusetts
$493K +$373K +3,838 New
CWM
853
Cornerstone Wealth Management
Missouri
$492K +$373K +3,834 New
SAM
854
Seelaus Asset Management
New Jersey
$492K +$372K +3,830 New
WCM
855
Washington Capital Management
Washington
$487K +$369K +3,795 New
NRG
856
Nemes Rush Group
Michigan
$486K +$3.69K +38 +1%
FHA
857
First Horizon Advisors
Tennessee
$486K -$30K -309 -8%
PIA
858
Prakash Investment Advisors
Massachusetts
$484K -$972 -10 -0.1%
TCG
859
Transcendent Capital Group
Oklahoma
$484K +$367K +3,771 New
Kovitz Investment Group Partners
860
Kovitz Investment Group Partners
Illinois
$484K +$366K +3,767 New
CI
861
Cigna Investments
Connecticut
$482K +$12.3K +127 +4%
SWM
862
Spire Wealth Management
Virginia
$482K +$107K +1,096 +41%
AFG
863
Atomi Financial Group
New York
$478K +$34.3K +353 +10%
FNBT
864
FineMark National Bank & Trust
Florida
$478K -$30K -309 -8%
CW
865
CreativeOne Wealth
Kansas
$475K +$66.5K +684 +23%
GAA
866
Global Assets Advisory
Florida
$471K -$210K -2,159 -36%
RFN
867
Redwood Financial Network
Ohio
$467K +$353K +3,633 New
MGIA
868
Moneta Group Investment Advisors
Missouri
$465K -$2.82K -29 -0.8%
WPC
869
Wedmont Private Capital
Pennsylvania
$463K +$62.1K +639 +22%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$6.71K +69 +2%
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$457K +$24.3K +250 +8%
STA
872
Summit Trail Advisors
New York
$456K +$346K +3,555 New
HBW
873
Hazlett, Burt & Watson
West Virginia
$456K +$141K +1,455 +69%
NFG
874
Nations Financial Group
Iowa
$455K +$345K +3,545 New
GAM
875
Grandview Asset Management
Pennsylvania
$454K +$9.34K +96 +3%

VRT Hedge Fund Activity: Q2 2025 in Review

1,307 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2025, worth a combined $39.4B — up 80% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 302 funds opened new VRT positions and 129 closed out — a net gain of 173 holders — while 539 added to existing stakes and 354 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $348M. The largest seller was Amundi, cutting an estimated $523M.

  • 1,307 institutional investors held Vertiv (VRT) as of Q2 2025, up from 1,146 in Q1 2025.
  • Funds reported $39.4B of Vertiv stock for Q2 2025, up 80% quarter-over-quarter.
  • 302 funds opened new Vertiv positions in Q2 2025 and 129 closed out, a net change of +173 holders.
  • The largest Vertiv buyer in Q2 2025 was Winslow Capital Management, an estimated $348M added.
  • The largest Vertiv seller in Q2 2025 was Amundi, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2025.